See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,148 | $226,064+79.7% | $182,532+122.5% | $152,861+165.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.43% | 192.51%-172.1pp | 148.54%-128.1pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,350 | $4,978-52.8% | $4,076-42.4% | $4,762-50.7% |
| Participant deferral / active EE | $7,746 | $6,368+21.6% | $5,524+40.2% | $5,850+32.4% |
| Admin fee / account holder | $69,134 | $10,703+545.9% | $8,592+704.6% | $11,596+496.2% |